The little zinc engine that could

Puff puff puff...........

You just know it wants to, don't know? This link adds yet another element to that fundy reasoning I've been using this last week on zinc. There are plenty more stories like this.

"...Western Mining Co, China's second-largest lead miner, on Wednesday lowered its lead and zinc production forecast for 2008 after falling zinc concentrate prices cut first-half profits etc etc etc......."

Stocks I like with Zn exposure:

• Fortuna Silver (FVI.v), though it's really a silver play, and 45% of its zinc and lead production is already hedged in the $1.10 to $1.20 range.

• Breakwater (BWR.to). Any zinc pop will really benefit BWR, as talk of mothballing its mine(s) will disappear.

• Farallon (FAN.to) Zinc and other metals in Mexico, commissioning starts this quarter.

• Vena Resources (VEM.to). Its Azulcocha Zinc/Lead/Silver mine due open in November. Very cheap right here.

Please keep in mind that Fortuna is an advertiser on site. But also keep in mind that it's only there because I like it. In fact, I refused an ad placing from a company this week because I'm not comfortable with it. Also, as usual DYODD, dude. We're all big boys and girls, yeah?